Director, Managed Services & Finance Transformation

CFGI; United States; Hybrid; USD 140,000 - 190,000; Full time

Job summary

CFGI’s Managed Services practice delivers transformative finance and accounting solutions by fully managing operations below the CFO level. We partner with clients to optimize their finance functions, streamline processes, enhance reporting, and enable faster, data-driven decision-making.

As a Director in our Managed Services Delivery practice, you will lead complex client relationships and Managed Services engagements while helping scale the practice.

Qualifications

• 10+ years of experience in public accounting, accounting advisory, outsourced accounting, managed services, and/or corporate accounting or finance, including at least 1 year of public accounting audit experience.
• Experience leading complex accounting, controllership, outsourced finance, or managed-services engagements and teams.

Responsibilities

• Lead complex Managed Services client relationships and oversee engagements across assessment, transition, and ongoing delivery operations.
• Partner with CFOs, Controllers, CAOs, and senior finance leaders to define effective outsourced controllership and finance operating models.
• Provide executive oversight of accounting operations, financial close, reporting, and related controllership activities across client engagements.
• Establish and monitor delivery expectations, governance, service quality, performance metrics, and client outcomes.
• Lead major process-improvement initiatives across procure-to-pay, order-to-cash, record-to-report, and other core finance processes.
• Advise executive stakeholders on complex accounting, reporting, controls, operating-model, and finance-delivery challenges.
• Oversee development of sophisticated dashboards, data models, KPIs, and management reporting that improve transparency and decision-making.
• Champion the use of AI, automation, analytics, and finance technologies to improve service quality, scalability, and efficiency.
• Coordinate with CFGI capabilities across accounting advisory, finance transformation, data and analytics, systems, and other relevant functions to deliver integrated solutions.
• Oversee engagement staffing, team performance, quality, delivery risks, and escalation management.
• Develop Senior Managers, Managers, and Consultants while building a strong leadership pipeline within the practice.
• Expand existing client relationships by identifying unmet needs, cross-selling relevant CFGI capabilities, and developing new Managed Services opportunities.
• Lead or contribute to proposals, solution design, pricing discussions, presentations, and other business-development activities.
• Contribute to Managed Services methodologies, delivery standards, technology strategy, recruiting, and broader practice growth.

Skills

Leadership

Client relationships

Public accounting

Finance transformation

Data analytics

AI & automation

Team development

Education

Bachelor's degree in Accounting or Finance

Tools

ERP platforms

Data visualization

AI tooling

Job description

Automated Finance: Delivery – Director

CFGI’s Automated Finance practice delivers transformative finance and accounting solutions by managing ongoing operations below the CFO level. We partner with clients to strengthen finance functions, streamline processes, enhance reporting, and enable faster, data-driven decision-making. Our team combines deep accounting and controllership expertise with advanced technologies, including AI and automation, to improve service quality, scalability, and efficiency across daily accounting operations, financial close, reporting, and related finance processes.

As a Director in our Automated Finance Delivery practice, you will lead complex client relationships and Automated Finance engagements while helping scale the practice. You will partner with CFOs, Controllers, CAOs, and other senior leaders to shape sustainable finance operating models, oversee recurring accounting and controllership delivery, and identify opportunities to expand CFGI’s impact with clients. This role combines executive-level client leadership, operational delivery, team development, technology enablement, and business development.

Roles & Responsibilities

• Lead complex Automated Finance client relationships and oversee engagements across assessment, transition, and ongoing finance and accounting delivery.
• Partner with CFOs, Controllers, CAOs, and senior finance leaders to define effective outsourced controllership and finance operating models.
• Provide executive oversight of accounting operations, financial close, reporting, general ledger accounting, and related controllership activities across client engagements.
• Ensure recurring accounting delivery remains accurate, timely, controlled, scalable, and aligned with client expectations.
• Establish and monitor delivery expectations, governance, service quality, performance metrics, and client outcomes.
• Lead major process-improvement initiatives across procure-to-pay, order-to-cash, record-to-report, and other core finance processes.
• Advise executive stakeholders on complex accounting, reporting, controls, operating-model, and finance-delivery challenges.
• Oversee development of dashboards, data models, KPIs, and management reporting that improve transparency and decision-making.
• Champion the use of AI, automation, analytics, and finance technologies to improve service quality, scalability, and efficiency.
• Coordinate with CFGI capabilities across accounting advisory, finance transformation, data and analytics, systems, and other relevant functions to deliver integrated solutions.
• Provide oversight and escalation support for significant accounting, delivery, and client-service issues.
• Develop Senior Managers and Managers and establish a strong culture of accountability, quality, coaching, and professional development.
• Identify opportunities to expand client relationships, cross-sell CFGI capabilities, and develop new Automated Finance opportunities.
• Lead or significantly contribute to proposals, presentations, pricing, solution development, and other business-development activities.
• Participate in recruiting, practice strategy, methodology development, workforce planning, and other initiatives supporting the growth of Automated Finance.

What you must have

• 12+ years of experience in corporate accounting, public accounting/audit, accounting advisory, outsourced accounting, Automated Finance, shared services, or a comparable accounting environment, including substantial experience leading recurring accounting and controllership delivery.
• At least 1 year of external audit experience with a public accounting firm.

• Experience leading complex client engagements, accounting operations, or finance organizations involving recurring financial close, reporting, controllership, and related accounting processes.

What sets you apart

• Bachelor’s degree in Accounting.
• Deep experience overseeing recurring accounting operations, financial close, general ledger accounting, financial reporting, reconciliations, and related controllership activities.
• Experience leading large or complex accounting-service engagements through multiple recurring reporting and close cycles.
• Experience establishing delivery governance, service expectations, quality standards, escalation processes, and performance metrics.
• Experience advising CFOs, Controllers, CAOs, or other senior finance executives on accounting and finance-operating challenges.
• Experience leading significant process improvement across procure-to-pay, order-to-cash, record-to-report, or related finance processes.
• Experience managing and developing teams of accounting and finance professionals across multiple engagements or workstreams.
• Experience leading complex client relationships and expanding the scope of services delivered.
• Demonstrated progression into senior leadership roles with sustained responsibility for accounting delivery, teams, and client outcomes.

Nice to have

• CPA, MBA, CFA, or another relevant professional credential.
• Experience building or leading Automated Finance, outsourced controllership, shared-services, or accounting-delivery capabilities.
• Experience with AI, automation, ERP platforms, analytics, data visualization, workflow, or other finance technologies.
• Experience leading major accounting-service transitions or designing standardized delivery models.
• Experience selling professional services, developing proposals, negotiating scope, or growing strategic client accounts.
• Experience developing new service offerings, methodologies, delivery models, or practice capabilities.

Who thrives here

• Trusted executive advisor who builds credibility with CFOs, Controllers, CAOs, and senior business leaders.
• Combines deep accounting knowledge with commercial judgment and a strong understanding of service delivery.
• Comfortable moving between executive-level strategy and detailed accounting or delivery issues when needed.
• Strong leader who establishes accountability while developing and empowering teams.
• Proactive in identifying client needs, improving delivery, and expanding relationships.
• Values long-term client partnerships and sustained responsibility for client outcomes.
• Entrepreneurial and motivated by building and scaling a growing practice.